Helvetia Baloise Holding Ltd.

ISIN CH0466642201

WKN A2PKFK

Market cap (in EUR)

22,288 m

Country

Switzerland

Sector

Finance

Dividend yield

3.67%

Overview

Description

Helvetia Baloise Holding AG was formed on 5 December 2025 through the merger of Baloise Holding AG and Helvetia Holding AG. At the same time, the operational integration of the business activities of both companies began, which mainly comprise life and non-life insurance in Europe. In addition, the new group offers investment and financing solutions as well as a mix of insurance and banking services. According to pro forma figures, the merged group's insurance business generated revenues of CHF 16.2 billion in 2024. Pre-tax profit amounted to CHF 1.12 billion and net profit for the year to CHF 850.6 million. Equity is reported at CHF 13.3 billion and total assets at CHF 149.0 billion.
Source: AfU Research GmbH

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Finance Insurance Switzerland

Financials

Key metrics

Market capitalisation, EUR	22,288 m
EPS, EUR	-
P/B ratio	1.6
P/E ratio	20.3
Dividend yield	3.67%

Income statement (2025)

Revenue, EUR	11,796 m
Net income, EUR	584 m
Profit margin	4.95%

What ETF is Helvetia Baloise Holding Ltd. in?

There are 37 ETFs which contain Helvetia Baloise Holding Ltd.. All of these ETFs are listed in the table below. The ETF with the largest weighting of Helvetia Baloise Holding Ltd. is the iShares STOXX Europe 600 Insurance UCITS ETF (DE).

ETF	Weight	Investment focus	Fund size (in m EUR)
iShares MSCI World UCITS ETF (Dist)	0.02%	Equity World	8,534
UBS Core MSCI World UCITS ETF USD acc	0.02%	Equity World	11,612
Amundi MSCI World Swap II UCITS ETF Dist	0.02%	Equity World	9,041
Xtrackers MSCI Europe UCITS ETF 1D	0.14%	Equity Europe	391
Vanguard FTSE All-World Ex-U.S. UCITS ETF USD Dist	0.04%	Equity World	13
Xtrackers MSCI World UCITS ETF 1D	0.02%	Equity World	4,900
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.02%	Equity World	55,102
iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Dist)	0.60%	Equity Europe Low Volatility/Risk Weighted	24
Vanguard ESG Developed Europe All Cap UCITS ETF (EUR) Distributing	0.17%	Equity Europe Social/Environmental	34
UBS Core MSCI World UCITS ETF USD dis	0.02%	Equity World	2,094
iShares MSCI World Screened UCITS ETF USD (Dist)	0.02%	Equity World Social/Environmental	1,041
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental Climate Change	199
Vanguard FTSE All-World High Dividend Yield UCITS ETF Acc	0.05%	Equity World Dividend	3,093
Vanguard FTSE Developed World UCITS ETF Acc	0.02%	Equity World	6,196
Amundi Core MSCI Europe UCITS ETF Dist	0.14%	Equity Europe	459
Vanguard FTSE Developed Europe UCITS ETF (EUR) Accumulating	0.13%	Equity Europe	3,041
UBS Core MSCI World UCITS ETF hGBP dis	0.02%	Equity World	117
Xtrackers Swiss Large Cap UCITS ETF 1D	1.10%	Equity Switzerland Large Cap	1,647
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.02%	Equity World	24,335
iShares MSCI Europe Screened UCITS ETF EUR (Dist)	0.16%	Equity Europe Social/Environmental	477
iShares MSCI All Country World UCITS ETF USD (Acc)	0.02%	Equity World	32,223
iShares Core MSCI Europe UCITS ETF EUR (Dist)	0.14%	Equity Europe	10,451
Vanguard ESG Global All Cap UCITS ETF (USD) Distributing	0.02%	Equity World Social/Environmental	579
Vanguard FTSE All-World High Dividend Yield UCITS ETF Distributing	0.05%	Equity World Dividend	9,982
UBS Core MSCI World UCITS ETF hEUR acc	0.02%	Equity World	968
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Distributing	0.18%	Equity Europe	3,300
iShares MSCI Europe Paris-Aligned Climate UCITS ETF EUR (Dist)	0.44%	Equity Europe Social/Environmental Climate Change	36
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.02%	Equity World	87
iShares STOXX Europe 600 Insurance UCITS ETF (DE)	2.16%	Equity Europe Insurance	619
iShares MSCI Europe CTB Enhanced ESG UCITS ETF EUR (Dist)	0.04%	Equity Europe Social/Environmental	4,962
Vanguard FTSE Developed World UCITS ETF Distributing	0.02%	Equity World	4,321
Vanguard FTSE Developed Europe UCITS ETF Distributing	0.13%	Equity Europe	4,705
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.01%	Equity World Social/Environmental	679
iShares Edge MSCI Europe Momentum Factor UCITS ETF EUR (Dist)	0.29%	Equity Europe Momentum	37
Vanguard FTSE Developed Europe ex UK UCITS ETF (EUR) Accumulating	0.18%	Equity Europe	1,626
iShares MSCI Europe ex-UK UCITS ETF	0.18%	Equity Europe	1,295
iShares MSCI World Financials Sector Advanced UCITS ETF USD (Dist)	0.19%	Equity World Financials Social/Environmental	156

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